Investure Llc and Smith College

3129 WordsJun 13th, 201413 Pages

Case 5: Research Affiliates
International Portfolio Management

31.03.2014

Executive Summary
Tower Watson, an investment consultant company, has for main objective toward its pension clients to increase their return as high as possible while keeping as low as possible the risk taken by their investments. We are asked to analyze the pertinence for TW to recommend to its clients the Research Affiliate Financial Index (RAFI) strategy over traditional indexing and over a more actively managed strategy. The RAFI is presented to Tower Watson as a new efficient B2B tool to invest, to help investment advisory firms to better establish their strategy. Indeed this index is based on fundamental criteria instead of market capitalization…show more content…

Moreover, consultants help pension funds satisfy their fiduciary responsibility to plan participants. Their experience and their familiarity with diverse firms’ investment processes, personnel and operations provides them critical oversight and the capability to run more rigorous analysis. Therefore, consultants are able to provide clients with the most informed assistance on their asset allocation and manager selection decisions. The criteria to assess the suitability of different investment strategies should be driven by the client profile in terms of risk tolerance, liquidity requirements, time horizon and asset allocation. Nevertheless, a pension fund consultant is also interested in obtaining returns outperforming their competitors’ investment strategies. Therefore, TW should not only take into account their clients’ profiles (i.e. close-end and open-end funds follow different investment strategies according to their nature) but also their investment strategies performance. 2. Examine the business model of Research Affiliates as a firm and compare Research Affiliates model to that of a more traditional investment advisory firm. Put another way, how does the Research Affiliates make money, who are its customers, what services or products does it sell, how scalable is…

9-107-061
MARCH 8, 2007
WILLIAM J. BRUNS
Survey Masters LLC
Natalie Patel and Carlos Lopez met while studying statistics together at Northeastern
University in Boston. After graduation Patel had accepted a position with the largest independent
marketing research firm in the United States, and Lopez went to work for Progressive Insurance
outside Cleveland as an actuary. At their tenth class reunion in 2003 they met again. Each was
somewhat unhappy in their current job, and both wanted…

We discussed 5 questions of family members working together and some of the challenges family members face when entering a partnership. We also discuss the marketing strategies and web page structure of www.Zatswho.com.
Case 3 Questions: Zatswho LLC Can A Mother–Daughter Team Be Successful Entrepreneurs?
Questions and Responses
Q1. What tips can you offer Cooper and Schwinoff about family members who start and run a business together? What pitfalls would you warn them to avoid?
When considering…

the Limited Liability Company, commonly known as LLC. Limited Liability Companies are a comparatively new form of business structure. It came about in 1977 once Wyoming was the first state to consent to such an organization, which merged the tax advantages of a partnership with the limited liability benefits that come with corporations. It took more than ten years following that decision for the Internal Revenue Service, or IRS, to declare that an LLC would be considered a partnership when pertaining…

honestly say that I remember the first time I met Dr. Demarcus Smith. He is an active member of the Cleft and Craniofacial Team at Children’s Hospital in New Orleans that I have been seeing ever since I was around nine years old. Over the years, however, I am fortunate enough to call many of the men and women who are a part of the team my friends. More recently, I had to have a procedure done called Le Fort I. The surgeon, in my case Dr. Smith, detaches one’s top jaw and adds extra bone as well as plates…

Case 15-1: Private Fitness LLC*
Private Fitness LLC is a springboard case that can be used as the basis of a discussion of management's need for information. It serves the same purpose for Part 2 of the book that the Kim Fuller case did for Part 1.
Approach
This case uses a small business as its setting so that students can visualize the business's activities, and so questions of generally accepted accounting principles will be essentially irrelevant. In fact, a shift the student needs to make…

Week 4 – You Decide
John Smith tax issues:
a. How is the $300,000 treated for purposes of Federal tax income?
The $300,000 that John received for services rendered from the court case is considered earned income for the year. The $300,000 is earned income for John Smith and will be reported as gross income either on Schedule C of the individual return or as gross income on the LLC return. “US code defines gross income in 26 U.S.C § 61 states except as otherwise provided in this subtitle…

Part One: Background and History
Rooster Teeth Productions, LLC. is a production company based in Austin, Texas. It was officially established April 1st, 2003; although, the company made video production content, such as parodies and short movies, before then. The history of Rooster Teeth starts at the University of Texas in the mid-1990s. Three friends, Michael “Burnie” Burns, Matt Hullum, and Joel Heyman were friends who attended the university in Austin. They were not the best students, and…

Chrysler Motors LLC, a U.S. auto manufacturing company, is no stranger to creating various automotive innovations through the years. Nor is the company a stranger to working its way through financial ups and downs. During Chrysler’s more profitable years the company has made several successful strategic acquisitions such as the one during the 1920s when Chrysler bought the Dodge Brothers firm. This acquisition allowed Chrysler to develop and release the low priced Plymouth brand as well as the medium…

This section describes the organizational history and the current state of affairs of MillerCoors LLC. It will start by describing the beginnings of the two companies that merged to create MillerCoors. This section will also discuss the culture, important leaders of the company, product offerings and target markets.
MillerCoors LLC, with headquarters located in Chicago, Illinois, is in the brewery industry and employs roughly 4500 people between the headquarters and nine breweries across the country…

Early life
Adam Smith was born to Margaret Douglas at Kirkcaldy, Scotland. His father, also named Adam Smith, was a lawyer, civil servant, and widower who married Margaret Douglas in 1720. His father died six months before Smith's birth. The exact date of Smith's birth is unknown; however, his baptism was recorded on 16 June 1723 at Kirkcaldy. Though few events in Smith's early childhood are known, Scottish journalist and biographer of Smith John Rae recorded that Smith was abducted by gypsies…